Creating Automation to Log Specific Field Changes from One Sheet to Another?

saranj

Hello,

I have a large multi-year project tracker. We have a manual select Risk column, where users will select the field should they anticipate a risk for the deliverable in question. I want to create an automation where when "Risk" is selected an automation is created to copy the entire row to a new sheet where the risk will be logged forever even after the cell is unchecked.

*Note - I am trying to avoid pulling all child tasks over with the parent task, too.

Eric Law

@saranj You could build in a formula in your new sheet that identifies if it is a child/parent and if child to "Move a row" to a trash sheet. You can use a flag or text column

=IF(NOT(ISBLANK(PARENT(Primary@row))), "Child", "Parent") For a text Column

=IF(NOT(ISBLANK(PARENT(Primary@row))), 1, 0) For a flag Column

Eric Law

@saranj You can do that with an Automation, it should be the "copy a row" automation.

saranj

@Eric Law That feature didn’t quite work. It pulled the Risk but also all the child tasks below. I guess it makes sense if the parent is a risk then the children should be too.

although is there a way around that?

Eric Law

@saranj You could build in a formula in your new sheet that identifies if it is a child/parent and if child to "Move a row" to a trash sheet. You can use a flag or text column

=IF(NOT(ISBLANK(PARENT(Primary@row))), "Child", "Parent") For a text Column

=IF(NOT(ISBLANK(PARENT(Primary@row))), 1, 0) For a flag Column

saranj

Very helpful. Thanks @eric law!